Filed November 26, 2007 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 50 · EIN 04-2647786 | Direct Payment | $150,873 |
Service code 27 · EIN 26-1694165 | Advisory (Plan) | $14,200 |
Service code 27 · EIN 16-1493137 | Advisory (Plan) | $6,271 |
Filed as: FIDELITY INVEST INSTL OPERATIONS CO Service code 60 | Sub-TA Fees | $16 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,927 | $121,004-3.4% | $69,480+68.3% | $89,609+30.5% |
| Participation rate | 73.9% | 66.9%+6.9pp | 74.6%-0.7pp | 69.6%+4.3pp |
| Annual return | 17.86% | 20.21%-2.4pp | 28.99%-11.1pp | 33.65%-15.8pp |
| Employer contribution / active EE | $4,408 | $5,335-17.4% | $2,780+58.6% | $2,584+70.6% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $3,537-100.0% | $4,222-100.0% |
| Admin fee / account holder | $9 | $32-72.4% | $3,840-99.8% | $72-87.7% |